Retirement Planning

We believe a good retirement plan begins early. The core tenant of retirement planning is to ensure your money outlasts you, and not the other way around. Because every person’s situation is different, retirement planning is not a one-size-fits-all exercise.

We at Zavitz and Sykora Financial Strategies are financial planners. We work with software that allows us to visualize a client’s portfolio values and retirement income using market growth assumptions and projections. During a client’s retirement, it helps us to compute the optimal way our client(s) should decumulate their various retirement accounts to minimize the amount of tax they pay. Our goal is to recommend clients an optimal decumulation strategy.

We help with:

  • Retirement account investment growth
  • Saving strategies for retirement
  • Tax minimization
  • Pension commutations and calculations
  • Documentation strategies in retirement
  • Business owner retirement strategies

Our goal is to give our clients a realistic appreciation of what is required to retire and an awareness of how long their assets will last.

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